Automatia

Stop losing hours to appointments, documents and messages you can't bill

Your clients book, send documents and get answers on WhatsApp at any hour, and every case reaches you organized.

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Already using it

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Industry Challenges

What holds your business back today

  1. 01Highly trained experts (lawyers, consultants, doctors) trapped in manual data collection and paperwork.
  2. 02Slow institutional onboarding processes riddled with friction, missing documents, and inconsistencies.
  3. 03High non-billable hours dedicated exclusively to schedule coordination, invoice sending, and follow-ups.
  4. 04Loss of document traceability in emails or unstructured folders.
  5. 05Insurmountable technical difficulty scaling client volume without linearly multiplying administrative staff hiring.

A typical situation in this industry

An illustrative scene that brings together common problems in the industry, not a real case or a verbatim quote from a client.

In a law firm, consultancy, or clinic, a large part of the day goes into coordinating schedules, answering follow-ups, and putting together overdue invoices, even before opening a case file.

Time that goes unbilled

Coordinating, invoicing, and chasing paperwork eats up the same time that professional should be spending doing what they actually know how to do.

Documents that never show up

A client insists they sent a document that no one can find, so it has to be requested again, and the firm's first impression stalls.

Growing costs more hours

As more clients come in, the friction multiplies, and the only way out many firms see is hiring more staff just to keep up the pace.

Specialized by Profession

Stop losing hours to appointments, documents and messages you can't bill

Lawyers and Law Firms

Automatic drafting of contracts and NDAs, and consultation scheduling without email back-and-forth.

Doctors and Clinics

Appointment scheduling via WhatsApp synced with the medical record, with automatic reminders.

Dentists

Automatic confirmation and rescheduling of appointments, drastically reducing no-shows.

Accountants and Consultancies

Automatic receipt and processing (OCR) of clients' tax documents.

Architects and Engineers

Automated tracking of project milestones and stage-by-stage client communication.

Psychologists and Therapists

Confidential session scheduling and automatic reminders via the patient's preferred channel.

The Automatia Solution

How we solve it

Clients message you on WhatsApp and the system asks them for the details and documents you need before the first meeting.

Every inquiry arrives classified: a new one, a booking request or a question about an ongoing case.

Contracts, reports and reminders are built from the data you already have, and your clients' information stays protected and in your name.

Specific Benefits

What your business gains

01

Drastic reduction in the firm experts' non-billable administrative time.

02

Smooth, interactive, and dynamic onboarding for corporate clients or patients.

03

Automatic, parameterized, and flawless generation of legal and financial documentation.

And also

  • Instant online scheduling, without email back-and-forth.
  • Rigorous and immutable centralization of each client's file under strict control.
  • Acceleration of billing cycles, recurring collections, and receipt issuance.
  • Structural capacity to multiply client portfolios without increasing operational headcount.
  • Privacy and identity assurance with internal Zero Trust control infrastructures.

Pricing

What a business like yours uses

Starting price of each service, in US dollars, excluding VAT. See all prices

Real clients

Businesses already using it

Abg. Christopher Villamar

Legal services · Guayaquil and Ventanas (Los Ríos), Ecuador

Needed
To present his legal services better and know what each person needs before serving them.
We built
A contact system that centralizes inquiries and sorts them by each user’s interest: a new consultation, filing a lawsuit or checking the status of an ongoing case.
Result
Every case reaches the lawyer already classified, in operation.
See more real cases

Ordental

Health · Dentistry · Ventanas, Ecuador

We built
A single system for patient contact and service, with answers to frequent questions and appointment management.
Result
Patients served and booked in an orderly way, in operation.
See more real cases

YDT Cleaning Services

Cleaning services · California, United States

We built
A digitized contact flow and optimized customer service in a single channel.
Result
Every prospect gets an answer and organized follow-up, and its reach grew to new clients within the US, in operation.
See more real cases See their site

Specialized bot for this industry

ContaBot

Let the bot answer the routine questions so you can focus on the accounts that actually matter.

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No risk for you

How we work
  • Demo with your data before payingYou see it working before you sign.
  • 50% to book, 50% on deliveryThe second payment only when you receive it working.
  • 30-day guaranteeWe fix and optimize what was agreed.
  • Your data, always yoursYour data is always yours; the domain and access pass to your name once payment is complete.
  • No refundsThat is why you see the demo first and pay the rest on delivery.

The next step

Shall we talk about your business?

Your time goes to the work you bill, not to coordinating appointments or chasing documents.

Order on WhatsApp Book a free consultation